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A Financial Advisors Value Add to Small, Closely Held Businesses

I’ve been working of recent with a few new clients – owners of highly profitable businesses which they have started from the ground up into successful, lucrative enterprises that at this point comprise a large portion of their net worth. Commonly and historically, a Financial Advisor has been trained to focus on individual, personal and family goals, objectives, liquid investable assets, cash flow, tax planning and estate planning to bring together a financial plan that is meant to put the client’s investable assets (cash and investment portfolio) into a position that will become the foundation of driving the financial plan through working (accumulation) years, and replacing income during retirement (distribution) years. This approach can often leave out such assets as a closely held business as a key element of the financial plan.


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Comment   |  3 years, 7 months ago from San Diego, CA